Bragg Financial Advisors
Latest statistics and disclosures from Bragg Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, VBR, IDCC, FN, and represent 11.27% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: RLI (+$22M), NNI (+$13M), IMKTA (+$10M), UGI (+$7.0M), AVUV, TMUS, NJR, NFLX, SYNA, VTEB.
- Started 15 new stock positions in SCHR, SCHX, TFI, GPN, AVUV, MBB, ATI, MPC, PLUS, FNDX. NUE, NEAR, SSB, XLE, SCHI.
- Reduced shares in these 10 stocks: , VZ, BAM, VSEC, , ANGI, ORCL, KNF, VBR, UNF.
- Sold out of its positions in ANGI, CAH, STZ, QUAL, MTUM, OTIS, South State Corporation, THS, UPS, ESGR.
- Bragg Financial Advisors was a net buyer of stock by $26M.
- Bragg Financial Advisors has $3.0B in assets under management (AUM), dropping by 8.01%.
- Central Index Key (CIK): 0001327055
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Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 344 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.8 | $86M | 165k | 517.95 |
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| Apple (AAPL) | 2.6 | $77M | 303k | 254.63 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.0 | $61M | -4% | 294k | 208.71 |
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| InterDigital (IDCC) | 1.9 | $59M | -2% | 170k | 345.23 |
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| Fabrinet SHS (FN) | 1.9 | $58M | 158k | 364.62 |
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| Oracle Corporation (ORCL) | 1.8 | $54M | -4% | 192k | 281.24 |
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| SYNNEX Corporation (SNX) | 1.7 | $51M | 314k | 163.75 |
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| Rli (RLI) | 1.6 | $49M | +81% | 746k | 65.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $46M | -2% | 189k | 243.55 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.5 | $46M | 606k | 75.61 |
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| Broadcom (AVGO) | 1.4 | $41M | -4% | 125k | 329.91 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $39M | 132k | 297.62 |
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| UGI Corporation (UGI) | 1.2 | $37M | +23% | 1.1M | 33.26 |
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| Meta Platforms Cl A (META) | 1.2 | $37M | 50k | 734.38 |
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| Servisfirst Bancshares (SFBS) | 1.1 | $34M | 420k | 80.53 |
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| Pvh Corporation (PVH) | 1.1 | $33M | 399k | 83.77 |
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| Oshkosh Corporation (OSK) | 1.1 | $33M | 256k | 129.70 |
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| Applied Materials (AMAT) | 1.1 | $32M | 158k | 204.74 |
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| Rev (REVG) | 1.1 | $32M | 568k | 56.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $32M | 67k | 479.61 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $31M | 421k | 73.46 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $31M | 104k | 293.79 |
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| Amazon (AMZN) | 1.0 | $30M | 138k | 219.57 |
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| American Express Company (AXP) | 1.0 | $30M | 91k | 332.16 |
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| Bofi Holding (AX) | 1.0 | $30M | 355k | 84.65 |
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| Arrow Electronics (ARW) | 1.0 | $30M | 246k | 121.00 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $30M | 170k | 174.58 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $29M | 93k | 315.43 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $29M | +8% | 582k | 50.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $29M | 153k | 186.49 |
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| NVIDIA Corporation (NVDA) | 0.9 | $28M | 151k | 186.58 |
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| Vishay Intertechnology (VSH) | 0.9 | $27M | 1.8M | 15.30 |
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| MGIC Investment (MTG) | 0.9 | $26M | 928k | 28.37 |
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| CSG Systems International (CSGS) | 0.9 | $26M | 408k | 64.38 |
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| John Bean Technologies Corporation (JBTM) | 0.9 | $26M | 186k | 140.45 |
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| New Jersey Resources Corporation (NJR) | 0.9 | $26M | +14% | 539k | 48.15 |
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| Msc Indl Direct Cl A (MSM) | 0.9 | $26M | 281k | 92.14 |
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| Nelnet Cl A (NNI) | 0.9 | $26M | +99% | 206k | 125.38 |
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| Eaton Corp SHS (ETN) | 0.9 | $26M | -2% | 69k | 374.25 |
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| Littelfuse (LFUS) | 0.8 | $26M | 99k | 259.01 |
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| CNO Financial (CNO) | 0.8 | $25M | 642k | 39.55 |
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| Synaptics, Incorporated (SYNA) | 0.8 | $24M | +11% | 354k | 68.34 |
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| Cisco Systems (CSCO) | 0.8 | $24M | 351k | 68.42 |
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| Wal-Mart Stores (WMT) | 0.8 | $24M | -2% | 233k | 103.06 |
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| MDU Resources (MDU) | 0.8 | $23M | 1.3M | 17.81 |
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| Rent-A-Center (UPBD) | 0.8 | $23M | +10% | 986k | 23.63 |
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| Corning Incorporated (GLW) | 0.8 | $23M | -5% | 278k | 82.03 |
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| Advance Auto Parts (AAP) | 0.7 | $23M | 368k | 61.40 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.7 | $22M | 945k | 23.30 |
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| Science App Int'l (SAIC) | 0.7 | $22M | 217k | 99.37 |
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| Ingles Mkts Cl A (IMKTA) | 0.7 | $21M | +91% | 303k | 69.56 |
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| Home Depot (HD) | 0.7 | $21M | 51k | 405.19 |
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| McDonald's Corporation (MCD) | 0.7 | $21M | 68k | 303.89 |
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| Horace Mann Educators Corporation (HMN) | 0.7 | $21M | 454k | 45.17 |
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| AGCO Corporation (AGCO) | 0.7 | $20M | 187k | 107.07 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $20M | 119k | 167.33 |
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| G-III Apparel (GIII) | 0.6 | $19M | 729k | 26.61 |
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| TJX Companies (TJX) | 0.6 | $19M | 129k | 144.54 |
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| International Business Machines (IBM) | 0.6 | $19M | 66k | 282.16 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $18M | +2% | 213k | 84.11 |
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| Sprouts Fmrs Mkt (SFM) | 0.6 | $18M | 164k | 108.80 |
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| Costco Wholesale Corporation (COST) | 0.6 | $18M | 19k | 925.63 |
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| Booking Holdings (BKNG) | 0.6 | $18M | -2% | 3.3k | 5398.72 |
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| Abbvie (ABBV) | 0.6 | $17M | -2% | 75k | 231.54 |
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| Ge Aerospace Com New (GE) | 0.6 | $17M | -6% | 57k | 300.82 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $17M | 30k | 568.81 |
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| Ameriprise Financial (AMP) | 0.5 | $17M | 34k | 491.25 |
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| Advanced Micro Devices (AMD) | 0.5 | $16M | 101k | 161.79 |
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| Scholastic Corporation (SCHL) | 0.5 | $16M | +10% | 592k | 27.38 |
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| Walt Disney Company (DIS) | 0.5 | $16M | 141k | 114.50 |
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| Johnson & Johnson (JNJ) | 0.5 | $16M | -2% | 85k | 185.42 |
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| Raymond James Financial (RJF) | 0.5 | $15M | 89k | 172.60 |
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| Qualcomm (QCOM) | 0.5 | $15M | +4% | 92k | 166.36 |
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| Procter & Gamble Company (PG) | 0.5 | $15M | 98k | 153.65 |
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| Abbott Laboratories (ABT) | 0.5 | $15M | 111k | 133.94 |
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| Iac Com New (IAC) | 0.5 | $15M | 434k | 34.07 |
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| Rbc Cad (RY) | 0.5 | $15M | 99k | 147.32 |
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| Amgen (AMGN) | 0.5 | $15M | 51k | 282.20 |
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| Tesla Motors (TSLA) | 0.5 | $14M | 32k | 444.72 |
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| Union Pacific Corporation (UNP) | 0.5 | $14M | 59k | 236.37 |
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| Southern Company (SO) | 0.5 | $14M | -2% | 147k | 94.77 |
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| Trane Technologies SHS (TT) | 0.5 | $14M | 33k | 421.96 |
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| Honeywell International (HON) | 0.5 | $14M | 66k | 210.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $14M | +5% | 56k | 246.60 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $14M | 121k | 112.75 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $13M | -2% | 86k | 155.87 |
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| Qorvo (QRVO) | 0.4 | $13M | 146k | 91.08 |
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| Danaher Corporation (DHR) | 0.4 | $13M | 67k | 198.26 |
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| Blackrock (BLK) | 0.4 | $13M | 11k | 1165.87 |
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| Everus Constr Group (ECG) | 0.4 | $13M | 150k | 85.75 |
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| Merck & Co (MRK) | 0.4 | $12M | 148k | 83.93 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $12M | +11% | 44k | 279.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $12M | 51k | 243.10 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $12M | 71k | 170.85 |
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| Progressive Corporation (PGR) | 0.4 | $12M | +4% | 49k | 246.95 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $12M | +20% | 12k | 968.09 |
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| Ducommun Incorporated (DCO) | 0.4 | $12M | 120k | 96.13 |
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| Darling International (DAR) | 0.4 | $11M | 355k | 30.87 |
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| salesforce (CRM) | 0.4 | $11M | +7% | 45k | 237.00 |
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| UnitedHealth (UNH) | 0.3 | $11M | -3% | 30k | 345.30 |
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| Eli Lilly & Co. (LLY) | 0.3 | $10M | 13k | 763.00 |
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| Prudential Financial (PRU) | 0.3 | $10M | -7% | 97k | 103.74 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $10M | +7% | 28k | 352.75 |
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| Fiserv (FI) | 0.3 | $9.8M | +3% | 76k | 128.93 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $9.8M | 311k | 31.42 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $9.7M | +6% | 91k | 106.49 |
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| Pepsi (PEP) | 0.3 | $9.6M | 68k | 140.44 |
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| ConocoPhillips (COP) | 0.3 | $9.3M | 99k | 94.59 |
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| Shell Spon Ads (SHEL) | 0.3 | $9.3M | -2% | 130k | 71.53 |
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| Concentrix Corp (CNXC) | 0.3 | $8.9M | 194k | 46.15 |
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| Prologis (PLD) | 0.3 | $8.7M | 76k | 114.52 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $8.7M | -13% | 47k | 183.73 |
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| Air Products & Chemicals (APD) | 0.3 | $8.7M | 32k | 272.72 |
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| Lowe's Companies (LOW) | 0.3 | $8.2M | +2% | 33k | 251.31 |
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| Metropcs Communications (TMUS) | 0.3 | $7.8M | +72% | 33k | 239.38 |
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| Gra (GGG) | 0.3 | $7.7M | 91k | 84.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $7.7M | 12k | 666.18 |
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| Starbucks Corporation (SBUX) | 0.2 | $7.3M | +2% | 87k | 84.60 |
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| Nextera Energy (NEE) | 0.2 | $7.3M | -2% | 97k | 75.49 |
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| Stryker Corporation (SYK) | 0.2 | $7.3M | +2% | 20k | 369.66 |
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| Pfizer (PFE) | 0.2 | $7.2M | 284k | 25.48 |
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| VSE Corporation (VSEC) | 0.2 | $7.0M | -32% | 42k | 166.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.9M | +12% | 14k | 502.74 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $6.9M | 104k | 66.01 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $6.8M | +4% | 64k | 106.78 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $6.7M | 14k | 485.02 |
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| Deere & Company (DE) | 0.2 | $6.2M | +15% | 14k | 457.27 |
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| Graphic Packaging Holding Company (GPK) | 0.2 | $5.8M | 298k | 19.57 |
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| Paypal Holdings (PYPL) | 0.2 | $5.6M | 84k | 67.06 |
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| Chevron Corporation (CVX) | 0.2 | $5.6M | 36k | 155.29 |
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| Nike CL B (NKE) | 0.2 | $5.5M | +2% | 79k | 69.73 |
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| Boston Properties (BXP) | 0.2 | $5.5M | 74k | 74.34 |
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| Equinix (EQIX) | 0.2 | $5.5M | +3% | 7.0k | 783.26 |
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| American Tower Reit (AMT) | 0.2 | $5.5M | 28k | 192.32 |
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| Palo Alto Networks (PANW) | 0.2 | $5.2M | +27% | 26k | 203.62 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $5.2M | 89k | 58.21 |
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| Csw Industrials (CSW) | 0.2 | $5.1M | 21k | 242.75 |
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| Netflix (NFLX) | 0.2 | $4.8M | +135% | 4.0k | 1198.92 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $4.7M | -2% | 38k | 123.75 |
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| PPG Industries (PPG) | 0.2 | $4.7M | 45k | 105.11 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $4.5M | NEW | 46k | 99.53 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $4.5M | -14% | 6.00 | 754200.00 |
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| Servicenow (NOW) | 0.1 | $4.4M | +27% | 4.8k | 920.19 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.9M | -2% | 13k | 307.86 |
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| Constellation Energy (CEG) | 0.1 | $3.9M | +36% | 12k | 329.07 |
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| Ge Vernova (GEV) | 0.1 | $3.7M | -4% | 6.0k | 614.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.7M | 11k | 328.17 |
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| Truist Financial Corp equities (TFC) | 0.1 | $3.6M | 79k | 45.72 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $3.6M | 35k | 101.37 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.5M | 76k | 46.96 |
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| Hershey Company (HSY) | 0.1 | $3.4M | 18k | 187.05 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $3.4M | -4% | 31k | 108.96 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.4M | 31k | 111.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.3M | 13k | 254.28 |
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| Five Star Bancorp (FSBC) | 0.1 | $3.3M | 102k | 32.20 |
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| General Dynamics Corporation (GD) | 0.1 | $3.2M | 9.4k | 340.98 |
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| Becton, Dickinson and (BDX) | 0.1 | $3.2M | -17% | 17k | 187.17 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $3.1M | +2% | 52k | 60.03 |
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| L.B. Foster Company (FSTR) | 0.1 | $3.1M | 113k | 26.95 |
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| Bank of America Corporation (BAC) | 0.1 | $3.0M | 59k | 51.59 |
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| Quanta Services (PWR) | 0.1 | $3.0M | 7.3k | 414.42 |
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| Flowers Foods (FLO) | 0.1 | $3.0M | 226k | 13.05 |
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| Caterpillar (CAT) | 0.1 | $2.9M | +4% | 6.0k | 477.15 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.7M | 9.6k | 281.86 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.7M | -3% | 16k | 170.26 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.6M | 20k | 129.72 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.1 | $2.5M | 102k | 24.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.5M | 3.4k | 746.63 |
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| T. Rowe Price (TROW) | 0.1 | $2.5M | -7% | 24k | 102.64 |
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| W.W. Grainger (GWW) | 0.1 | $2.5M | 2.6k | 952.96 |
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| Coca-Cola Company (KO) | 0.1 | $2.4M | -6% | 36k | 66.32 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.3M | 29k | 78.91 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.3M | 12k | 195.86 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $2.3M | 19k | 118.37 |
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| Verizon Communications (VZ) | 0.1 | $2.2M | -65% | 51k | 43.95 |
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| Exelon Corporation (EXC) | 0.1 | $2.2M | -10% | 49k | 45.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.2M | 7.4k | 293.75 |
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| Darden Restaurants (DRI) | 0.1 | $2.2M | -6% | 11k | 190.36 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $2.2M | 9.3k | 233.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.2M | 3.5k | 612.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.2M | -3% | 3.2k | 669.30 |
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| Ingersoll Rand (IR) | 0.1 | $2.1M | 26k | 82.62 |
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| Live Oak Bancshares (LOB) | 0.1 | $2.1M | 59k | 35.22 |
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| Dupont De Nemours (DD) | 0.1 | $2.0M | +2% | 26k | 77.90 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $1.7M | -21% | 35k | 48.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.7M | 28k | 59.92 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.6M | +4% | 33k | 49.46 |
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| Goldman Sachs (GS) | 0.1 | $1.6M | 2.0k | 796.35 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $1.6M | 5.2k | 302.35 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $1.5M | +5% | 33k | 45.21 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.5M | -4% | 33k | 45.10 |
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| ePlus (PLUS) | 0.0 | $1.5M | NEW | 21k | 71.01 |
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| Anthem (ELV) | 0.0 | $1.5M | 4.5k | 323.12 |
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| Phillips 66 (PSX) | 0.0 | $1.4M | -5% | 11k | 136.01 |
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| Automatic Data Processing (ADP) | 0.0 | $1.4M | -2% | 4.7k | 293.50 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.4M | -2% | 6.9k | 199.47 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $1.4M | 5.3k | 259.60 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | +4% | 17k | 79.94 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $1.3M | 30k | 44.69 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $1.3M | -34% | 15k | 84.57 |
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| Allegheny Technologies Incorporated (ATI) | 0.0 | $1.3M | NEW | 15k | 81.34 |
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| Visa Com Cl A (V) | 0.0 | $1.2M | +8% | 3.6k | 341.38 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.2M | 3.9k | 320.04 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.2M | 11k | 110.59 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2M | 23k | 54.18 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.2M | 8.3k | 141.49 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $1.2M | 33k | 34.92 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.1M | 12k | 95.89 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.1M | 9.5k | 118.44 |
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| AFLAC Incorporated (AFL) | 0.0 | $1.1M | -4% | 10k | 111.70 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.1M | -5% | 4.6k | 241.96 |
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| Spdr Series Trust Spdr S&p 500 Etf (SPYX) | 0.0 | $1.1M | 20k | 54.85 |
|
|
| Centene Corporation (CNC) | 0.0 | $1.1M | 30k | 35.68 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.1M | -4% | 12k | 91.42 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.1M | -8% | 13k | 83.82 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0M | 8.6k | 118.83 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $986k | 5.6k | 177.35 |
|
|
| Intel Corporation (INTC) | 0.0 | $967k | -14% | 29k | 33.55 |
|
| General Mills (GIS) | 0.0 | $965k | 19k | 50.42 |
|
|
| 3M Company (MMM) | 0.0 | $949k | 6.1k | 155.19 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $944k | 10k | 92.98 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $929k | 21k | 45.08 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $886k | 1.9k | 468.41 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $849k | 10k | 82.34 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $824k | -2% | 7.0k | 117.16 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $823k | -17% | 3.8k | 215.79 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $800k | +5% | 8.6k | 93.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $793k | +7% | 1.3k | 600.37 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $776k | -4% | 12k | 62.47 |
|
| Yum! Brands (YUM) | 0.0 | $763k | 5.0k | 152.00 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $753k | +14% | 7.9k | 95.47 |
|
| Carrier Global Corporation (CARR) | 0.0 | $753k | 13k | 59.70 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $747k | 2.9k | 260.44 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $729k | -8% | 5.2k | 140.95 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $729k | 7.6k | 96.55 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $721k | -3% | 11k | 65.26 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $705k | 5.0k | 142.41 |
|
|
| Boeing Company (BA) | 0.0 | $704k | +6% | 3.3k | 215.83 |
|
| Ball Corporation (BALL) | 0.0 | $689k | 14k | 50.42 |
|
|
| Dominion Resources (D) | 0.0 | $688k | -23% | 11k | 61.17 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $688k | 13k | 53.87 |
|
|
| At&t (T) | 0.0 | $674k | +21% | 24k | 28.24 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $661k | +2% | 15k | 44.10 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.0 | $660k | 20k | 33.89 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $644k | 3.0k | 213.73 |
|
|
| Public Storage (PSA) | 0.0 | $640k | -4% | 2.2k | 288.79 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $611k | +12% | 20k | 30.39 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $603k | 4.3k | 139.67 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $585k | +8% | 22k | 26.95 |
|
| Genuine Parts Company (GPC) | 0.0 | $585k | 4.2k | 138.60 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $571k | -9% | 6.9k | 82.96 |
|
| Fortive (FTV) | 0.0 | $564k | -4% | 12k | 48.99 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $554k | -86% | 9.7k | 56.93 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $550k | +2% | 6.2k | 89.03 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $544k | 2.9k | 187.73 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $536k | 899.00 | 596.20 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $536k | 1.8k | 296.29 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $525k | 1.3k | 396.15 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $516k | 7.9k | 65.01 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $515k | +3% | 11k | 45.42 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $513k | 3.3k | 154.23 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $509k | 16k | 31.62 |
|
|
| Analog Devices (ADI) | 0.0 | $505k | 2.1k | 245.70 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $502k | +2% | 6.3k | 79.93 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $500k | -2% | 5.3k | 93.79 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.0 | $493k | +2% | 16k | 30.29 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.0 | $486k | 22k | 22.44 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $485k | 3.4k | 141.77 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $485k | -17% | 3.5k | 139.17 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $480k | 3.7k | 131.24 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $479k | -4% | 3.3k | 146.32 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $478k | -2% | 2.0k | 239.64 |
|
| Capital One Financial (COF) | 0.0 | $477k | 2.2k | 212.58 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $476k | 8.1k | 58.85 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $474k | 6.8k | 69.37 |
|
|
| Enbridge (ENB) | 0.0 | $467k | -4% | 9.3k | 50.47 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $463k | 5.3k | 87.84 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $458k | 19k | 24.40 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $456k | 1.0k | 435.46 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $452k | 4.2k | 106.61 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $443k | -6% | 1.7k | 260.76 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $442k | +64% | 12k | 37.78 |
|
| Fifth Third Ban (FITB) | 0.0 | $429k | +90% | 9.6k | 44.55 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $428k | +11% | 18k | 23.56 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $418k | -22% | 4.1k | 100.70 |
|
| Equifax (EFX) | 0.0 | $414k | 1.6k | 256.53 |
|
|
| Intuit (INTU) | 0.0 | $413k | 604.00 | 682.91 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $408k | +19% | 7.8k | 52.28 |
|
| Simon Property (SPG) | 0.0 | $407k | 2.2k | 187.67 |
|
|
| MetLife (MET) | 0.0 | $400k | 4.9k | 82.37 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $394k | -2% | 2.5k | 158.96 |
|
| MasTec (MTZ) | 0.0 | $388k | 1.8k | 212.81 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $386k | -4% | 1.1k | 355.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $385k | -20% | 785.00 | 490.38 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $381k | -17% | 5.8k | 65.91 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $379k | 3.3k | 113.88 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $377k | 12k | 31.15 |
|
|
| Norfolk Southern (NSC) | 0.0 | $369k | 1.2k | 300.41 |
|
|
| Knife River Corp Common Stock (KNF) | 0.0 | $353k | -88% | 4.6k | 76.87 |
|
| Waste Management (WM) | 0.0 | $349k | -4% | 1.6k | 220.83 |
|
| Philip Morris International (PM) | 0.0 | $343k | -3% | 2.1k | 162.20 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $333k | 8.6k | 38.69 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $323k | -2% | 1.0k | 307.62 |
|
| Southstate Bk Corp (SSB) | 0.0 | $315k | NEW | 3.2k | 98.87 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $314k | 4.9k | 64.20 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $313k | -20% | 12k | 27.08 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $304k | +9% | 608.00 | 499.21 |
|
| PNC Financial Services (PNC) | 0.0 | $298k | +2% | 1.5k | 200.93 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $298k | 3.1k | 95.22 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $297k | NEW | 11k | 26.30 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $296k | 4.1k | 72.77 |
|
|
| Corteva (CTVA) | 0.0 | $286k | +37% | 4.2k | 67.63 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $285k | 1.4k | 204.86 |
|
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $279k | -5% | 3.0k | 94.31 |
|
| Edwards Lifesciences (EW) | 0.0 | $278k | 3.6k | 77.77 |
|
|
| Travelers Companies (TRV) | 0.0 | $277k | 992.00 | 279.22 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $273k | +5% | 5.4k | 50.63 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $272k | 3.8k | 71.37 |
|
|
| Fidus Invt (FDUS) | 0.0 | $264k | 13k | 20.26 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $261k | 5.4k | 48.68 |
|
|
| UniFirst Corporation (UNF) | 0.0 | $260k | -89% | 1.6k | 167.19 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $257k | 2.0k | 125.95 |
|
|
| Chubb (CB) | 0.0 | $256k | +12% | 907.00 | 282.25 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $254k | 2.0k | 125.86 |
|
|
| S&p Global (SPGI) | 0.0 | $254k | 521.00 | 486.71 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $244k | -18% | 382.00 | 638.89 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $243k | 5.1k | 48.03 |
|
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $242k | NEW | 11k | 23.08 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $242k | NEW | 9.6k | 25.13 |
|
| FedEx Corporation (FDX) | 0.0 | $242k | -12% | 1.0k | 235.87 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $234k | NEW | 8.9k | 26.34 |
|
| Linde SHS (LIN) | 0.0 | $226k | -5% | 476.00 | 475.00 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $225k | NEW | 4.4k | 51.28 |
|
| Nucor Corporation (NUE) | 0.0 | $224k | NEW | 1.7k | 135.43 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $223k | NEW | 2.3k | 95.15 |
|
| Emerson Electric (EMR) | 0.0 | $222k | -8% | 1.7k | 131.18 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $217k | 1.5k | 145.60 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $207k | 4.8k | 42.92 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $207k | 2.6k | 79.80 |
|
|
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.0 | $207k | NEW | 4.5k | 45.57 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $204k | NEW | 2.3k | 89.34 |
|
| Global Payments (GPN) | 0.0 | $204k | NEW | 2.5k | 83.08 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $202k | NEW | 1.0k | 192.74 |
|
| Avidxchange Holdings (AVDX) | 0.0 | $108k | -57% | 11k | 9.95 |
|
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- Bragg Financial Advisors 2025 Q3 filed Nov. 13, 2025
- Bragg Financial Advisors 2025 Q2 filed Aug. 14, 2025
- Bragg Financial Advisors 2025 Q1 filed May 14, 2025
- Bragg Financial Advisors 2024 Q4 filed Feb. 13, 2025
- Bragg Financial Advisors 2024 Q3 filed Nov. 14, 2024
- Bragg Financial Advisors 2024 Q2 filed Aug. 15, 2024
- Bragg Financial Advisors 2024 Q1 restated filed May 14, 2024
- Bragg Financial Advisors 2024 Q1 filed May 14, 2024
- Bragg Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Bragg Financial Advisors 2023 Q2 filed Aug. 15, 2023
- Bragg Financial Advisors 2023 Q1 filed May 15, 2023
- Bragg Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Bragg Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Bragg Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Bragg Financial Advisors 2022 Q1 filed May 11, 2022
- Bragg Financial Advisors 2021 Q4 filed Feb. 14, 2022